Spire Wealth Management - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 72 filers reported holding FIDELITY COVINGTON TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$13,523
-2.5%
2830.0%0.00%0.0%
Q2 2023$13,876
+17.3%
283
+9.3%
0.00%
Q1 2023$11,834
+107481.8%
259
+6.1%
0.00%
-100.0%
Q4 2022$11
-99.9%
2440.0%0.00%0.0%
Q3 2022$10,000
-47.4%
244
-43.5%
0.00%0.0%
Q2 2022$19,000
-40.6%
432
-30.3%
0.00%0.0%
Q1 2022$32,000
+113.3%
620
+110.2%
0.00%
Q4 2021$15,000
+275.0%
295
+224.2%
0.00%
Q3 2021$4,0000.0%91
+8.3%
0.00%
Q2 2021$4,000
-84.6%
84
-85.3%
0.00%
-100.0%
Q1 2021$26,0005700.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 553,756$25,339,89216.52%
Halpern Financial, Inc. 197,034$9,016,2943.24%
PRIMORIS WEALTH ADVISORS, LLC 29,837$1,365,3421.68%
Bouvel Investment Partners, LLC 45,791$2,095,3961.22%
BMS Financial Advisors, LLC 38,109$1,743,8681.20%
CONDOR CAPITAL MANAGEMENT 81,527$3,730,6750.47%
Patriot Financial Group Insurance Agency, LLC 42,140$1,928,3260.39%
ALTFEST L J & CO INC 52,930$2,4220.38%
Americana Partners, LLC 50,379$2,305,3430.36%
Samalin Investment Counsel, LLC 12,935$591,8930.36%
View complete list of FIDELITY COVINGTON TRUST shareholders